WORKSHEET
Business Strategy and Culture Alignment
WHAT WILL YOU GET FROM THIS WORKSHEET?
You will learn how to align your business strategy and your company culture to optimize your
potential.
Organizations are made of individuals with personal values around what matters most to them at
work. The values that are most commonly held by all employees are what shape the company's overall
culture.
The best business strategies are those that align with the company culture and leverage it.
GET STARTED!
We are giving you all the tools to complete a Strategy-Culture Alignment Worksheet for your company.
First, review this example -- it will get you thinking about how important it is to consider each of your
Teams' values as you develop your Business Goals and Strategies those teams will help you achieve in
the upcoming year.
Business Strategy and Culture Alignment Worksheet (Example)
Team Bus. Goal Bus. Strategies Tactics Team Values
●Rewarding Team Success
●Increase
outbound phone ●Opportunities for Professional
●Increase lead
calls Growth
2x Increase volume
Sales sales
●Reduce stages in ●Well Defined Roles
revenue ●Increase number
the sales cycle to
of contracts sent
increase ●Being Highly Organized
contracts sent
●Seeking Input from Others
●Weekly partner ●Autonomy
and team
Be ●Accelerate
brainstorming ●Being Pragmatic
recognized schedule, take
and product
Product as the more risks to
hacks ●Role Stability
Dev market increase new
leader in features/product
●Strict and ●Being Highly Organized
innovation improvements
reduced feature
release timeline ●Not being constrained by rules
Takeaways from this example
See how to determine if Business Strategy & Tactics align with Team values
The first example focuses on the goals of a Sales Team , and by doing this worksheet exercise of placing
the Strategy & Tactics planned for a team next to their Values, you can see how you can align business
policies with their values to reinforce a culture that supports their Team Values (outlined above in
Column 4).
Your plan should include policies that:
● Reward team success
● Provide career development opportunities
● Have a strong focus on process and define worker objectives clearly
● Be organized with clear goals and milestone tracking.
ID areas where the Business Strategy & Tactics are not in line with a Team's values
In the second example, we have outlined goals for the Product Development Team , and there are some
more obvious gaps. You will see that tactics like a tightening of the process -- including stricter release
timelines and weekly meetings -- seems at odds with this team’s culture of Autonomy and freedom
from rules (their expressed Team Values). You are likely to face resistance when trying to convert these
autonomous pragmatists into brainstorming collaborators. Consider going back to the strategy and
tactics to revise your plan to better fit the people on your team.
For example, might you might consider:
● Something similar to
Google’s 20% Time Policy
that gives employees the opportunity to work
on side projects.
● Highly organized development processes that help the devs feel in control.
Use this 36 Values Cheat Sheet to ID those values that best represent shared values of your
teams
These 36 values come from years of academic research and are the same values used in our Personal
Values Assessment. You can take our 7-minute Assessmentnow. When an individual completes our
Assessment, they are asked simple questions that ultimately ranks all 36 values from most important
to least important at work.
As you complete your own strategy - culture alignment worksheet, you will make some assumptions
(and quite frankly, there are times you will have to guess) what each of your team’s value most from
the Values Sheet, and what is not
important to them. (see Key Values Sheet below)
36 Key Values that Employees Hold Around Work
Now it's your turn:
Complete your own worksheet to see how well your strategy fits your culture
1. Fill out the Team, Goal, Strategy and Tactic fields for a department
(see template below)
2. Using the Values Cheat Sheet, select the Top 5 Values held by the team responsible for delivering
on each goal and add them to the Team Values column.
3. Evaluate how well these Values support (align) with the recommended strategy and tactics for each
goal.
4. Consider ways you can revise your strategy and/or tactics to take advantage of the Team Values.
Based on what you know about what is important to your team, will this strategy resonate? Should
you go back to the drawing board to rethink your strategy to improve the likelihood of success in
reaching your goal?
But how do you
know
what a Team values highly?
We believe it's possible to
measurethe values held by your people (As you have probably figured out
for yourself doing this worksheet exercise, trying to
guess
what your people value is hard).
Every manager can become a stronger manager and set their team up to succeed when business
strategies and tactics are designed to take advantage how his or her team is wired.
ROUNDPEGG USES SCIENCE TO GATHER & EVALUATE VALUES
We believe it's possible to
measure the values held by your people as
individuals,
then combine results
to get a view of shared team values.(As you have probably figured out for yourself doing this
worksheet exercise, trying to
guesswhat your people value is hard.
Our 7-minute Assessment
evaluates 36 core values that matter most to your employees when they're at work, and then gives you
a easy way to view the results.
See Team Values at a Glance
Below is a view of RoundPegg showing the makeup of a single team. Here you can see the top Team
Core Values (all 36 values are ranked and can be viewed easily). Armed with insight, management is
better able to create strategies and tactics that are in line with how a team likes to work, communicate,
and be rewarded.
Want to get a handle on your culture and use it in your Business Strategy Planning?
We are here to help -
just drop one of our Culture Analysts a line!
RoundPegg has a team of Culture Analysts who can offer you advice as you start to think about how
your
cultureimpacts your business
-- and what you can do to align your people and your business
strategy to reach your goals. Ask our experts anything, we are happy to share with you how other
companies are leveraging their company culture to reach their goals.
ABOUT ROUNDPEGG
Ours is the only software that demystifies your company culture so you make smarter 'people'
decisions. Powerful analytics tools reveal how your team is wired so you can: Ensure your culture
thrives, make best-fit hires, and align your engagement programs with your people. It only takes
7-minutes to take the free Assessment.
See how RoundPegg works >
